Robeco 3D EUR Enhanced Index Credits UCITS ETF EUR Acc

Factor investing in investment grade corporate bonds

Contact
Aandelenklassen
Klasse en codes
  • Fondscategorie
    Bonds
  • ISIN
    IE000PUAKZP8
  • Bloomberg
    3DCE GT
Fondscategorie
Bonds
ISIN
IE000PUAKZP8
Bloomberg
3DCE GT
Index
Bloomberg Euro Corporates Index
Informatieverschaffing over duurzaamheid
Artikel 8
Overzicht
Overzicht Rendement & kosten Portefeuille Duurzaamheid Documenten Wijzig fonds
Wijzig fonds

Kernpunten

  • Actively managed and will apply the Manager’s “3D” investment strategy, which seeks to consider risk, return and sustainability in the Fund’s portfolio
  • Aiming to generate positive returns with a market-like risk profile
  • Alternative to passive credit strategies, providing style-diversification with traditional active credit strategies.

Over dit fonds

Robeco 3D EUR Enhanced Index Credits UCITS ETF is an actively managed fund that invests systematically in predominantly investment grade credits. The investment universe includes bonds with at least a BB- rating. The fund's objective is to provide long-term capital growth. The portfolio’s risk profile is similar to the reference index with a better sustainability profile. It applies the “3D” investment strategy, considering risk, return, and sustainability in the portfolio construction. The bond selection is based on a quantitative model. The fund offers balanced exposure to a number of quantitative factors by focusing on bonds with a low level of expected risk (low risk factor), an attractive valuation (value), a strong performance trend (momentum) and a small market value of debt (size).

Algemene gegevens

Per
Primaire ticker 3DCE
ISIN IE000PUAKZP8
Productstructuur Physical
Benadering voor fondsbeheer Active
Type beleggingsstrategie Multi-Factor Credits
Fondscategorie Bonds
SFDR-classificatie 8
Basisvaluta fonds EUR
Valuta fondsklasse EUR
Totale fondsgrootte 21,291,684
Grootte van de aandelencategorie 21,291,684
Shareclass outstanding shares 4,200,000
Ingangsdatum shareclass 2026-01-22
Einde boekjaar 31-12
Lopende kosten fondsklasse 0.20%
Gebruik van inkomsten Accumulating
Beheermaatschappij Robeco Institutional Asset Management B.V.

In het verleden behaalde resultaten bieden geen garantie voor de toekomst. De waarde van uw beleggingen kan fluctueren.

Handelsinformatie

Per

Fondsmanager

  • Patrick Houweling
    Patrick Houweling
  • Johan Duyvesteyn
    Johan Duyvesteyn
  • Lodewijk van der Linden
    Lodewijk van der Linden
Patrick Houweling is Head of Quant Fixed Income and Portfolio Manager of Robeco’s quantitative credit strategies. Patrick has published seminal articles on Duration Times Spread, factor investing in credit markets, corporate bond liquidity and credit default swaps in various academic journals, including the Journal of Banking and Finance, the Journal of Empirical Finance and the Financial Analysts Journal. The article 'Factor Investing in the Corporate Bond Market' he co-authored received a Graham and Dodd Scroll Award of Excellence for 2017. Patrick is a guest lecturer at several universities. Prior to joining Robeco in 2003, he was Researcher in the Risk Management department at Rabobank International where he started his career in 1998. He holds a PhD in Finance and a Master's (cum laude) in Financial Econometrics from Erasmus University Rotterdam. Johan Duyvesteyn is a portfolio manager in the Quant Fixed Income team. His areas of expertise include government bond market timing, credit beta market timing, country sustainability and emerging-market debt. He has published in the Financial Analysts Journal, the Journal of Empirical Finance, the Journal of Banking and Finance, and the Journal of Fixed Income. Johan started his career in the industry in 1999 at Robeco. He holds a PhD in Finance, a Master's in Financial Econometrics from Erasmus University Rotterdam and he is a CFA® Charterholder.” Lodewijk van der Linden is a portfolio manager in the Quant Fixed Income team. Lodewijk has published in the Financial Analyst Journal on the best defensive strategies, has written on leveraging the volatility effect in the Journal of Portfolio Management and on the application of Credit Default Swap Indices in the Journal of Asset Management. He joined Robeco in August 2018. In the period 2015-2018 Lodewijk worked at Aegon Asset Management where he was Risk associate and Team Manager Client Reporting. Lodewijk started his career at PwC as an actuarial consultant in 2013. He holds a Master's in Actuarial Science from the University of Amsterdam and a Master's in Econometrics and Management Science from Erasmus University Rotterdam.

Let's keep the conversation going

Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters.

Don’t miss out

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.
In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management UK Limited (“RIAM UK”) is authorised and regulated by the Financial Conduct Authority. RIAM UK, 30 Fenchurch Street, Part Level 8, London EC3M 3BD (FCA Reference No:1007814). The company is registered in England and Wales under Ref No. 15362605.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.